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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,592 | $148,623-12.8% | $135,974-4.7% | $139,466-7.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.47% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,880 | $5,246-64.2% | $4,859-61.3% | $4,754-60.5% |
| Participant deferral / active EE | $2,333 | $8,103-71.2% | $7,760-69.9% | $6,712-65.2% |
| Admin fee / account holder | $17,843 | $12,406+43.8% | $10,767+65.7% | $11,409+56.4% |